Penn Capital Management’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Buy
14,359
+3,091
+27% +$330K 0.13% 102
2025
Q1
$1.01M Buy
+11,268
New +$1.01M 0.1% 108